The Get access page outlines the required steps to obtain access to Banner systems.

Access to Banner systems is granted only after both of the following steps are completed:

Step 1 – Complete Required Training
Complete the training associated with the system you will be using.

Step 2 – Submit the Authorization Form
Complete and submit the appropriate authorization form for your requested access level.

Access will not be provisioned until all applicable training and authorization requirements have been fulfilled.

Select your area details to view requirements:

Financial Information System (FIS)

Details

Step 1: Complete the BAN 101: Introduction to Banner for McGill Administrative Users and complete one of the following FIS courses:

For Budget users: Complete the above in the step 1 and complete the following courses below depending on your role:

FIS Budget module(s):

  • Maintenance: BUD 314
  • Distribution: BUD 320

Step 2: Complete and submit the following authorization forms:

Student Information System (SIS)

Details

Step 1: Complete the BAN 101: Introduction to Banner for McGill Administrative Users and complete one of the following SIS courses:

Step 2: Complete and submit the following authorization forms:

  • Go to the SIS Authorization Forms web page, click on the authorization form, and log in with your McGill credentials. Note: This also provides access to the SIS Data Warehouse but not to Student Accounts.
  • See also SIS access removal form

Accounts Receivable (AR)

Details

Step 1: Complete the BAN 101: Introduction to Banner for McGill Administrative Users and complete the following courses:
Student AR access for:

Query: OLC - SIS 394
Update: OLC - SIS 394 and OLC - SIS 301

Finance AR: OLC - FIS 420

Step 2: Complete and submit the following authorization forms:

Financial Aid & Awards (FAA)

Details

Step 1: Complete the BAN 101: Introduction to Banner for McGill Administrative Users.

Step 2: Complete and submit the following authorization forms: